Use the timesheet grid to enter your timesheet charge information and hours. Click
+ Add Line below the grid to add a blank row below the last existing row. The grid has two sections. You can scroll horizontally in each section, and you can drag the vertical divider that is located between the two sections to resize each side of the grid to suit your needs.
| Field | Description |
|---|
|
To select the columns that you want to display in the Timesheets grid, click this icon in the upper-right corner of the grid. On the menu that appears, click
Select Left Columns to select columns for the left side of the split grid, or click
Select Right Columns to select which row total columns to display on the right side of the grid.
On the Select Columns dialog box, select the check boxes for the columns you want to display, and clear the check boxes for those you do not want to display. (Some columns must always display. Those columns appear on the Select Columns dialog box with the check box selected, but they are disabled so you cannot clear the check box to hide them.)
The column selections only apply to you. Another user can choose to display a different set of columns. Your selections are saved and remain in effect until you change them. The columns that display by default in the grid and the columns that are available for selection on the Select Columns dialog box are determined by configuration settings in
Vision.
|
| PROJECT
|
If this column is available, select the project to which you are charging time.
To select a project, do either of the following:
- Enter one character from the project number or the project long or short name to display only projects with numbers or names that start with that character in the Project/Phase/Task Lookup dialog box, or enter two or more characters to display only projects with numbers or names that contain those characters. Select the project you want and click
Select. (Note: If only one project matches your search text in
PROJECT and that project has no phases, that project number is automatically entered in
PROJECT without displaying the lookup dialog box.)
- Click
 to display the Project/Phase/Task Lookup dialog box. The dialog box opens with a list of projects displayed. Scroll to locate and select the project, or enter all or part of a project number or short or long name in the search field above the list. If the project has phases, also select a phase, and if the phase has tasks, select a task. Click
Select to complete the entry.
|
| PROJECT NAME
|
If the
PROJECT column is displayed, this column displays the name of the project and it is not editable. If the
PROJECT column is not displayed, use this column to select the project to which you are charging time. To select a project, do either of the following:
- Enter one character from the project number or the project long or short name to display only projects with numbers or names that start with that character in the Project/Phase/Task Lookup dialog box, or enter two or more characters to display only projects with numbers or names that contain those characters. Select the project you want and click
Select. (Note: If only one project matches your search text in
PROJECT NAME and that project has no phases, that project name is automatically entered in
PROJECT NAME without displaying the lookup dialog box.)
- Click
to display the Project/Phase/Task Lookup dialog box. The dialog box opens with a list of projects displayed. Scroll to locate and select the project, or enter all or part of a project number or short or long name in the search field above the list. If the project has phases, also select a phase, and if the phase has tasks, select a task. Click
Select to complete the entry.
|
| CLIENT NAME
|
This column displays the name of the client who is associated with the project. This column is not editable.
|
| PHASE
|
This column is available if the project you select has associated phases.
iAccess displays those phases in the
PHASE list on the Project/Phase/Task Lookup dialog box when you select the project. Choose a phase and, if required, an associated task, and click
Select.
If you need to change the phase, do either of the following in
PHASE:
- Enter one character from the phase number or name to display only phases with numbers or names that start with that character in the Phase/Task Lookup dialog box, or enter two or more characters to display only phases with numbers or names that contain those characters. Select the phase you want and click
Select. (Note: If only one phase matches your search text in
PHASE and that phase has no tasks, that phase number is automatically entered in
PHASE without displaying the lookup dialog box.)
- Click
to display the Phase/Task Lookup dialog box and change your selection. The dialog box opens with a list of phases displayed. If necessary, scroll to locate and select the phase, or enter all or part of a phase number or short or long name in the search field above the list. If the phase has tasks, also select a task. Click
Select to complete the entry.
|
| PHASE NAME
|
If the
PHASE column is displayed and the project has phases, this column displays the name of the phase, and it is not editable. If the
PHASE column is not displayed, use this field to select the phase to which you are charging time. The phases that are available for selection depend on the project you selected.
iAccess displays those phases in the
PHASE list on the Project/ Phase/Task Lookup dialog box. Choose a phase and, if required, an associated task and click
Select.
If you need to change the phase, do either of the following in
PHASE NAME:
- Enter one character from the phase number or name to display only phases with numbers or names that start with that character in the Phase/Task Lookup dialog box, or enter two or more characters to display only phases with numbers or names that contain those characters. Select the phase you want and click
Select. (Note: If only one phase matches your search text in
PHASE NAME and that phase has no tasks, that phase name is automatically entered in
PHASE NAME without displaying the lookup dialog box.)
- Click
to display the Phase/Task Lookup dialog box and change your selection. The dialog box opens with a list of phases displayed. If necessary, scroll to locate and select the phase, or enter all or part of a phase number or short or long name in the search field above the list. If the phase has tasks, also select a task. Click
Select to complete the entry.
|
| TASK
|
This column is available if the phase you select has associated tasks.
iAccess displays those tasks in the
TASK list on the Project/ Phase/Task Lookup dialog box when you select the project and phase. Choose a task, and click
Select.
If you need to change the task, do one of the following in
TASK:
- Enter one character from the task number or name to display only tasks with numbers or names that start with that character in a drop-down list, or enter two or more characters to display only tasks with numbers or names that contain those characters. Select the task you want. (Note: If only one task matches your search text in
TASK, that task number is automatically entered in
TASK without displaying the list.)
- Click
to display the Task Lookup dialog box and change your selection. The dialog box opens with a list of tasks displayed. If necessary, scroll to locate the task, or enter all or part of a task number or short or long name in the search field above the list. Select the task and click
Select.
|
| TASK NAME
|
If the
TASK column is displayed, this column displays the name of the task and it is not editable. If the
TASK column is not displayed, use this field to select the task to which you are charging time. The tasks that are available for selection depend on the project and phase you selected.
iAccess displays those tasks in the
TASK list on the Project/ Phase/Task Lookup dialog box when you select the project and phase. Choose a task and click
Select.
If you need to change the task, do one of the following in
TASK NAME:
- Enter one character from the task number or name to display only tasks with numbers or names that start with that character in a drop-down list, or enter two or more characters to display only tasks with numbers or names that contain those characters. Select the task you want. (Note: If only one task matches your search text in
TASK NAME, that task name is automatically entered in
TASK NAME without displaying the list.)
- Click
to display the Task Lookup dialog box and change your selection. The dialog box opens with a list of tasks displayed. If necessary, scroll to locate the task, or enter all or part of a task number or short or long name in the search field above the list. Select the task and click
Select.
|
| LABOR CODE
|
Your system administrator can set up default labor codes for individual Timesheets users. If one is defined for you, it automatically displays in the
LABOR CODE column on your timesheet. If there is no pre-defined labor code or you want to use a labor code other than your default, enter or select the labor code in the
LABOR CODE column.
To enter or change a labor code, do one of the following in
LABOR CODE:
- Enter the complete labor code.
- Click
to display the Labor Code Lookup dialog box. The labor codes are automatically displayed when the dialog box opens. If labor codes for your firm have multiple levels,
iAccess displays the codes for each level in the lists on the Labor Code Lookup dialog box. Select a code for each of the labor code levels. If the list for a level is long, you can enter one or more characters from either the labor code or the labor code name in the field above the list to display only labor codes with codes or names that contain those characters. After you select a code for each level, click
Select to enter the full labor code in the timesheet row.
If budgeted validations are enabled for the project, a
FILTER BUDGETED LEVELS check box displays on the Labor Code Lookup dialog box. When
Budgeted Validations is set to
Warning, you can select or clear
FILTER BUDGETED LEVELS to display only budgeted labor codes or display all labor codes. When
Budgeted Validations is set to
Error, the
FILTER BUDGETED LEVELS option is selected by default and only budgeted labor codes display in the lookup results list.
When the
FILTER BUDGETED LEVELS option is selected, the level header displays (BUDGETED ONLY)
next to the level title.
|
| Labor code level names
|
These columns display the names for the levels of the labor code selected in
LABOR CODE.
By default, these columns are hidden. To display columns for one or more of the labor code levels, click
in the upper-right corner of the grid, click
Select Left Columns, and select the level names that you want to display.
|
| LABOR CATEGORY
|
Your system administrator can set up default labor categories for individual Timesheet users. If one is defined for you, it automatically displays in the
LABOR CATEGORY column on your timesheet. If there is no pre-defined labor category or you want to use a labor category other than your default, enter or select the labor category in the
LABOR CATEGORY column.
To enter or change a labor category, do one of the following in
LABOR CATEGORY:
- Type one character from the labor category name to select from a list of labor categories that start with that character. (Note: If only one labor category matches your entry, it is automatically entered in
LABOR CATEGORY without displaying a list.)
- Type two or more characters from the labor category name to select from a list of labor categories that contain those characters. (Note: If only one labor category matches your entry, it is automatically entered in
LABOR CATEGORY without displaying a list.)
- Click
 to display a list of all available labor categories.
|
| PAYROLL TAX LOCALE
|
This column displays your default payroll tax locale code. This column is not editable.
|
to go to the Timesheets area.
and
one or more times to display the calendar for an earlier month. Click
to display the calendar for a later month.
, and click
Delete.
iAccess reduces the hours to zero for that row but does not remove the row.
below the field, and enter the hours in
above
to display it.
to the right of the
TOTAL row. Click
to hide the detail totals again.